Filed May 16, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,674 | $102,317-44.6% | $146,958-61.4% | $80,856-29.9% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,318 | $3,713+97.1% | $4,933+48.4% | $2,755+165.7% |
| Participant deferral / active EE | $3,823 | $6,644-42.4% | $8,070-52.6% | $4,296-11.0% |
| Admin fee / account holder | $11,768 | $7,941+48.2% | $12,998-9.5% | $6,918+70.1% |